See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KEY PRIVATE BANK Service code 28 100 PUBLIC SERVICE SQUARE SUITE 600 · CLEVELAND, OH 44113 | Investment Management | $8,537 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $485,080 | $93,182+420.6% | $146,665+230.7% | $79,386+511.0% |
| Participation rate | 97.3% | 76.4%+20.8pp | 80.1%+17.2pp | 70.7%+26.6pp |
| Annual return | 21.81% | 21.61%+0.2pp | 22.74%-0.9pp | 116.85%-95.0pp |
| Employer contribution / active EE | $21,203 | $2,420+776.3% | $4,136+412.6% | $2,427+773.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $36 | $585-93.8% | $10,280-99.6% | $626-94.3% |